Ha Wealth Advisors Inc.

Ha Wealth Advisors Inc. (CRD# 325764) is a financial advisory firm headquartered in Cedar City, UT. They manage $45,000,000 in 432 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2069 North Main Street, Suite 200, Cedar City, UT 84721
https://hawealthadvisors.com
By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    432
    ACCOUNTS
  • Average Account Value
    $104,167
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, UT

Financial Advisors at Ha Wealth Advisors Inc.
Showing 1 - 3 of 3 top financial advisors.
1
David Harris, financial advisor Cedar City UT
David D. Harris
CRD#: 2658691
2069 North Main Street Suite 200, Cedar City, UT 84721

David Harris (CRD# 2658691) is an Investment Advisor Representative working at Ha Wealth Advisors Inc. in Cedar City, UT and has over 21 years of experience in the finance industry.

2
Weston Adams, financial advisor Cedar City UT
Weston W. Adams
CRD#: 7278824
2069 North Main Street Suite 200, Cedar City, UT 84721

Weston Adams (CRD# 7278824) is an Investment Advisor Representative working at Ha Wealth Advisors Inc. in Cedar City, UT and has over 2 years of experience in the finance industry.

3
Jonathan Albrethsen, financial advisor Lehi UT
Jonathan J. Albrethsen
CRD#: 7798864
2940 West Maple Loop Drive, Lehi, UT 84043

Jonathan Albrethsen (CRD# 7798864) is an Investment Advisor Representative working at Ha Wealth Advisors Inc. in Lehi, UT and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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